Top Tech Jobs & Startup Jobs in NYC, NY

Support and oversee Financial Advisor Directed and Discretionary advisory programs, coordinate with Compliance, Program Administration, and Technology, analyze data and produce reports, troubleshoot and train advisors on portfolio management systems, assist system rollouts and vendor issue resolution, draft communications, and identify process improvements.

Review and approve marketing and advertising materials for proprietary and third-party funds and advisory programs to ensure FINRA and SEC compliance; draft disclosures; submit materials to FINRA and manage correspondence; advise broker-dealer and investment advisers on marketing issues; assist with preparation and amendments of Form ADV filings.

Support a Senior Analyst covering electronic components, consumer hardware, and digital media. Conduct company and thematic research, build and maintain integrated 3-statement financial models, manage proprietary data sets and valuation comps, initiate independent research projects under tight deadlines, and communicate clear, evidence-based investment opinions in written reports and internal collaboration.